Stay organized by keeping all of your financial, household, and personal documents in one safe place. Then you and your Janney Financial Advisor can securely share, store, and access documents with ease. Document Vault is available on your desktop or using Janney's mobile app.

Benefits:

Safely store documents in a safe, encrypted location.
Securely share documents with your Financial Advisor.
Organize and store your Estate Planning documents in one location.

How to upload your documents to Document Vault:

Step 1:

Once logged into Online Access, select Document Vault.

Step 2:

Select + Add New Document.

Step 3:

Add document information and select Upload Document.

Step 4:

Organize, share, and manage your documents.

Frequently Asked Questions:

What types of information and documents can I store in my Document Vault?

You can store your banking, estate planning, and other important documents such as:

Banking documents (credit card, bank account(s), lines of credit, mortgage)
Retirement documents (Social Security, 401(k) plans, pension(s), IRAs, deferred compensation)
Investment documents (brokerage accounts, mutual fund accounts, education savings accounts, annuity contracts, executive compensation, and stock options)
Insurance documents (life, homeowner’s, health/Medicare, disability, long-term care, auto)
Business documents (incorporation, financials, account data)
Home management documents (home maintenance providers, rental property details, deeds, titles, appraisals)
Family, gifting, and estate documents (beneficiaries for non-Janney accounts, will, trusts, powers of attorney, charities, pre/post-nuptial agreements, separation/divorce/custody agreements, guardians, birth/death/marriage certificates, passports, Social Security cards, citizenship papers, military records)

What type of file format can I save in my document vault?

You can share and store common digital file types including PDFs, MS Word, Excel, and Google Docs.

How will my Financial Advisor know when I upload a document to my document vault?

When a document is uploaded to the Document Vault, your Financial Advisor will automatically be notified.

Who can I contact with Online Access questions?

For additional questions related to Online Access, please reach out to our Online Services team at 888.882.0012, or [email protected].

Need Assistance?

If you have trouble using the app, you may contact the Online Services team. Please have your Janney account information ready.

Phone: 888.882.0012
Email: [email protected]
Monday through Friday: 7AM – 7PM EST
Saturday, Sunday, and Holidays: 7AM – 12PM EST

Talk with a Janney Financial Advisor

You don’t need to go it alone. Wherever you are on your wealth journey, we can build a tailored financial plan and make recommendations that are aligned with your best interest and unique needs, goals, and preferences. Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.

Find a Financial Advisor

For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

To learn about the professional background, business practices, and conduct of FINRA member firms or their financial professionals, visit FINRA’s BrokerCheck website: http://brokercheck.finra.org/